Financial Adviser
· BRISBANE, QLD
Kellie Jane Treweek
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000429280
Kellie Jane Treweek is a financial adviser based in Brisbane, Queensland, with 15 years of experience in the financial services industry. Kellie is currently authorised under Fortnum Advice Pty Ltd. Kellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan. Kellie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma of Financial Services
Kaplan
2012
Self Managed Superannuation Funds
Kaplan
2020
ALPA
Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
2022
Master of Financial Planning
Kaplan